Storing And Delivering Freebies With Convertkit A Stepbystep Guide

The provided source material is insufficient to produce a 2000‑word article focused on free samples, promotional offers, and mail‑in sample programs across consumer categories. Below is a factual summary based exclusively on the available data, outlining how to save and deliver digital freebies using ConvertKit’s form and email system.

Overview

ConvertKit, a U.S.‑based email marketing platform, offers built‑in tools for collecting subscriber information and delivering a downloadable resource (lead magnet) automatically upon subscription confirmation. The platform’s “Grow” dashboard provides landing pages, forms, and incentive email settings that can be configured without additional third‑party integrations. By following the steps documented in the sources, users can:

1. Create a lead magnet (PDF, worksheet, checklist, etc.).
2. Set up an inline form to capture email addresses.
3. Configure an incentive confirmation email that includes a download link.
4. Customize the form’s appearance and brand elements.
5. Embed the form on a website (e.g., Showit, Squarespace).
6. Test delivery to ensure subscribers receive the freebie promptly.

Step‑by‑Step Process

1. Prepare the Freebie

• Design a PDF‑compatible file (e‑book, workbook, checklist, worksheet). Save the file in a format that can be uploaded directly to ConvertKit.
• The file should be lightweight for quick distribution and should clearly communicate the value proposition.

2. Access the Form Builder

• Log into the ConvertKit dashboard.
• Navigate to the Grow tab and select Landing Pages & Forms.
• Click Create New and choose Form (rather than a landing page).

3. Select Form Style

• Choose the “inline” form type so it can be placed within existing page layouts.
• Pick a simple style (e.g., the “Clare” or “naked” style) that blends with the website’s design.

4. Configure Form Settings

• Button Text: Customize to match the brand (e.g., “Get My Free Guide”).
• General, Text, Border Settings: Adjust colors, fonts, and borders to align with the site’s aesthetic.
• Save the form and exit the configuration window.

5. Set Up the Incentive Email

• In the form settings, locate the Incentive Email section.
• Verify that Auto‑Confirm New Subscribers remains unchecked to maintain a double‑opt‑in workflow, which helps prevent spam.
• Under After confirming redirect to, select Download and click Choose a File to upload the prepared PDF.
• Customize the email subject line and message to reflect the brand voice.
• Save the settings.

6. Remove Branding (Optional for Paid Plans)

• If a paid subscription is active, click the Built with Kit badge.
• Uncheck Show “Built with Kit” Badge to remove platform branding from the form.
• Save changes.

7. Preview the Form

• Use the Preview button at the top right to view the form in real time.
• Verify that colors, borders, text, and button appearance match the intended design.

8. Publish and Embed the Form

• Click Publish to finalize the form.
• A pop‑up will present embedding options. The JavaScript code is recommended because it updates automatically on the website whenever changes are made in ConvertKit.
• Copy the generated code.

Embedding on Showit

• Log into the Showit app and navigate to the desired canvas.
• Click the Embed Code icon, select HTML, and paste the JavaScript code.
• Adjust layout and text elements as needed to integrate with the page design.
• Switch to Mobile Layout and ensure the form appears correctly on smaller screens.

Embedding on Squarespace

• Create a dedicated landing page within Squarespace to host the form.
• Use Squarespace’s promotional pop‑up feature and link it to the landing page.
• Alternatively, embed the JavaScript code directly into a Code Block on the landing page.
• Enable the pop‑up to drive traffic to the page where the form resides.

9. Set Up a Welcome Sequence (Optional)

• In ConvertKit, go to the Sequences tab and click New Sequence.
• Draft a series of welcome emails that provide additional value, tips, or resources.
• Configure the timing: setting the first email to send immediately (zero days) after subscription confirmation.
• Publish the sequence once the content is finalized.

10. Test the Delivery Process

• Subscribe using the form with a test email address.
• Verify that the incentive confirmation email arrives promptly.
• Confirm that the download link in the email delivers the freebie without errors.
• Adjust any settings if the flow does not function as expected.

Benefits for Consumers

From a consumer perspective, the streamlined delivery of digital freebies offers several advantages:

• Immediate Access: Confirmation and download links are delivered instantly, reducing friction.
• Secure Confirmation: The double‑opt‑in process helps ensure that subscribers genuinely intend to receive communications.
• User‑Friendly Interface: Simple, inline forms can be integrated into existing websites without altering the overall design.
• Consistent Branding: Customizable colors and removal of platform branding allow brands to present a cohesive experience.

Technical Considerations

• JavaScript Embedding: Using the JavaScript embed method ensures that updates made in ConvertKit are reflected automatically on the website, eliminating manual re‑embedding.
• Mobile Responsiveness: After embedding, review the mobile layout and adjust the form’s position and sizing as needed to maintain usability on small screens.
• File Size Limits: While the sources do not specify explicit file size caps, keeping the PDF under a few megabytes aids quick delivery and reduces email bounce risk.
• Email Deliverability: Ensuring the confirmation email passes spam filters is crucial; the sources emphasize avoiding direct links in the incentive email that could bypass confirmation.

Limitations and Unverified Claims

The provided documentation does not detail: - Exact file size limits for uploaded freebies. - Geographic restrictions for the freebie delivery. - Detailed troubleshooting for email delivery issues. - Specific branding removal options on free plans (only paid plan instructions are covered).

These gaps are noted to prevent assumptions beyond the documented content.

Conclusion

ConvertKit’s native form builder and incentive email system enable creators to capture email addresses and automatically deliver digital freebies without external automations. By following the documented steps—creating the resource, configuring the form, setting up the confirmation email, and embedding the code on a website—publishers can provide a smooth, professional experience for subscribers. While the source material does not cover broader topics such as physical free samples or promotional offers, it offers a clear, repeatable workflow for digital freebie distribution within ConvertKit.

Sources

1. Kit Freebie Tutorial – Paige Aileen Design
2. How to Set Up ConvertKit Form on Showit Website – Jessica Gingrich
3. Connect ConvertKit to Squarespace Website – Simply By Katie
4. Free Download Delivery in ConvertKit – Megan Minns
5. How to Send a Freebie in Free ConvertKit – KCO Creative